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Equifax
EFX

Overview Fund Activity

585 hedge funds and large institutions have $20.5B invested in Equifax in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 202 increasing their positions, 190 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
10.3%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
60
Increased
202
Reduced
190
Closed
61
Calls
$43.5M
Puts
$40.7M
Net Calls
+$2.79M
Net Calls Change
+$7.73M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$269M
2
GIM
Generation Investment Management
United Kingdom
+$221M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
MAM
Majedie Asset Management
United Kingdom
+$99.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$403M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$317M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$69.2M
4
Invesco
Invesco
Georgia
-$49.4M
5
Capital International Investors
Capital International Investors
California
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
376
Triangle Securities Wealth Management
North Carolina
$414K +$414K +2,285 New
KAS
377
Kestra Advisory Services
Texas
$412K +$213K +1,175 +107%
WP
378
WealthSource Partners
California
$411K -$16.7K -92 -4%
SIS
379
Sound Income Strategies
Florida
$411K – – –
VI
380
Vestcor Inc
New Brunswick, Canada
$410K -$9.59K -53 -2%
HNB
381
Huntington National Bank
Ohio
$408K -$9.06K -50 -2%
Cetera Investment Advisers
382
Cetera Investment Advisers
Illinois
$404K -$254K -1,401 -39%
JF
383
Jump Financial
Illinois
$397K +$57.6K +318 +17%
APP
384
Alpha Paradigm Partners
Illinois
$396K +$396K +2,187 New
MA
385
MUFG Americas
New York
$393K -$228K -1,257 -37%
MCM
386
Manchester Capital Management
Vermont
$389K -$543 -3 -0.1%
KeyBank National Association
387
KeyBank National Association
Ohio
$388K -$75.4K -416 -16%
WCM
388
Weld Capital Management
New York
$388K +$388K +2,142 New
Rafferty Asset Management
389
Rafferty Asset Management
New York
$381K +$191K +1,055 +100%
SMH
390
Sanders Morris Harris
Texas
$380K – – –
AA
391
Ancora Advisors
Ohio
$375K – – –
IG
392
ING Group
Netherlands
$374K -$1.09M -6,004 -74%
BFA
393
Bragg Financial Advisors
North Carolina
$362K – – –
FC
394
FORA Capital
Florida
$361K +$361K +1,995 New
WSFS
395
Wilmington Savings Fund Society
Delaware
$358K -$10.8K -60 -3%
WJWM
396
Williams Jones Wealth Management
New York
$357K -$27.2K -150 -7%
PI
397
Pettee Investors
Connecticut
$357K – – –
EI
398
Ethic Inc
New York
$357K +$124K +683 +53%
AA
399
ALPS Advisors
Colorado
$356K +$356K +1,965 New
FTDI
400
First Trust Direct Indexing
Massachusetts
$355K +$15.2K +84 +4%
14 15
16
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